Skip to content
Disclosery

Constellation Wealth Advisors, LLC: HEDJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Constellation Wealth Advisors, LLC on HEDJ, newest first. How the timeline and the estimate are built.

Constellation Wealth Advisors, LLC held 24,593 HEDJ shares at 2015-09-30 per its 13F-HR filed 2015-11-09.

the latest 13F is the newest step

  1. period ended2015-09-30
    13F 24,593 shares
    Change vs previous 13F +19,156 shares

    0.15% of the 13F portfolio, value $1,344,000.

    13F-HR 0001085146-15-002201 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2015-06-30
    13F 5,437 shares
    Change vs previous 13F -29,250 shares

    0.03% of the 13F portfolio, value $335,000.

    13F-HR 0001085146-15-001590 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-03-31
    13F 34,687 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,294,000.

    13F-HR 0001085146-15-001118 filed by Constellation Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).